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3 Global High Yield Myths That Just Don’t Hold Up
Long-Term Asset Class Forecasts: Q2 2025
Q2 2025 Credit Research Outlook
Should you be worried about Fed independence?
Why every institutional investor should use a TAA implementation
A strategic foundation: twenty years of real assets
Market Forecasts: Q1 2025
Little to See, Much to Worry About
Reduce Allocation to European Equities
Emerging Market Debt Commentary: February 2025
Active Defensive Equities: Capturing Growth and Managing Risk in the Disruptive AI Era
Fixed Income 2025: Roadmap
How is AI reshaping emerging market equity opportunities?
GCC reforms spark resilient market growth
From Resilience to Recession: Allocating to US Equities Amid Tariff and Inflation Risks
US payrolls data feels like fake resilience
Is Exorbitant Government Spending the Key to Stock Market Prosperity?
Consistency as a compass in emerging market equities
Emerging Market Debt Commentary: Q1 2025
Featured Insights
Fed dissent signals policy shift ahead
Reversal of Fortune: Tech Equities Lag the Rest
Waiting for the small-cap resurgence
Global Equities: Balancing Risks and Opportunities
60/40 strategy regains strength
2025 European Wealth Manager Survey
Digital assets: The next frontier for markets and investors
Waiting for Value: Time to Reassess ‘Cheap’ Equities?
Bond Sell-Off: Implications for the US and UK Markets
Fixed Income Outlook 2026
Macroeconomic Outlook 2026
Little Relief in Current Data
US Economy Powers Ahead
Why It’s Time for China Equity to Go Solo
Building a Tactical Asset Allocation Overlay With Derivatives
Global alternatives, local ambition: How SWFs, regulation, and integration are shaping GCC private markets
Smart Beta Compass
How to Position for Geopolitical Shocks During Trump 2.0
Elections
Mapping the sustainable investing spectrum of capital
Valuation tension in resilient credit
What Tariffs Mean for the Economy and Markets
US Employment Report Triggers Rate Cuts Rethink
Fed on hold, but for how long?
Monthly Cash Review: August 2025 (USD)
Equities favored as outlook brightens
Scope 3 emissions in investment decision-making: An analysis
2023 Global Retirement Reality Report: Ireland Snapshot
Small Caps: More Than Just a Factor Premium
Convertibles Tough Out Trump Mega Volatility
Capital Adequacy Disclosures
Germany's Fiscal Shift: Market Implications and Global Ripples
How To Invest: A Step by Step Guide
Powell hints at rate cuts at Jackson Hole
Q4 2025 Credit Research Outlook
Opportunities and Risks Related to Emerging Technologies
Tariffs Test S&P 500 Margins
A Better Macro Policy Framework for Europe
Emerging Market Debt Commentary: August 2025
The Consequences of the Global Liquidity Crisis for Emerging Markets Investors
Policy tightness threatens soft landing
No real joy in the UK Budget
Beyond Banks: Financial Stocks and Trump
Finishing Strong and Preparing for the Year Ahead
2023 Global Retirement Reality Report: UK Snapshot
The whole truth behind the Fed’s rate cuts
Could ‘70s Era Stagflation Make a Comeback?
EMEA asset owners turn to nature-linked bonds for positive outcomes and returns
Climate Transition Euro Corporate Bond Beta Strategy
Euro, yen gain as dollar weakens
Can the Bank of Japan Continue to Swim Against the Tide?
EMD Hard Currency
A New Leadership Era: Institutional Meets Individual
Q2 2025 SAFI commentary
Commodities Now an Overweight
The US Dollar Free Lunch Is Over. What Now? NOK investors
Investing in real assets with ETFs
Diversification proves critical in 2025
Global High Yield Update—Q2 2025
Big Beautiful Bill brings tax clarity
January CPI Hotter Than Expected
The Misconception of Value Investing in the Eurozone
US labor market softens, Fed rate cut likely in December
Deregulation sparks financial sector momentum
The future of crypto: Why smart investors are backing the ecosystem
European Aristocrat Strategies
Emerging Market Debt Commentary: July 2025
Will These Grey Swans Take Flight in 2025?
US inflation mixed, labor data worsens
The US Dollar Free Lunch Is Over. What Now? USD investors
Considerations for a long-dated US Treasury exposure
MPFL Section 172 Statement
US tariffs: Sector risks and legal challenges ahead?
China-led Emerging Markets Rally Still Has Room to Run, But Faces Headwinds
Surging Tailwinds Support US Small-cap and Mid-cap Stocks
Making Sense of the Current US Treasury Market
From Turbulence to Soft Landing? Allocating to US Equities Beyond Mag-7
Building resilience with private CRE
Forward-Looking Climate Metrics in Corporate Bond Portfolios
Gold’s resilience flags hidden market risks
Why have convertible bonds outperformed equities in 2025?
Volatility positioning: How to hold on for the ride
Global Growth Dips Amid Uncertainty
Eurozone sovereigns: Selective immunity from the post-pandemic fiscal strain
Why the AI CapEx cycle may have more staying power than you think
The Global Trend of Positive Stock/Bond Correlation
‘Value-Up’ Governance Arrives in China
Looking for a Signal in the Noise
Alternatives Outlook 2026
Tariffs, Transshipping, and the Trouble with Vietnam
US inflation returns to historical sweet spot
Fixed Income 2025: Return of the Sovereigns
Integrating climate risks & opportunities into Systematic Active Fixed Income strategies
Emerging Market Equities: Climbing the Wall of Worry
Unlocking opportunity in the leveraged loan market
AI comes for marketing
2025 Credit Research Outlook
Our Annual Task Force on Climate-related Financial Disclosures (TCFD) Report is Here
The Gulf's capital transformation
Markets hold steady amid global tensions
The Case for US Innovation and Growth
Emerging Market Debt Commentary: November 2024
The US Dollar Free Lunch Is Over. What Now? GBP Investors
How Fixed Income Can (Still) Provide an Anchor to Windward
Trump 2.0: Implications for Taiwan, South Korea, and China’s Tech Sectors
2025 Global Retirement Reality Report: Ireland Snapshot
We Maintain No-Recession Call Despite GDP Data
The US Dollar Free Lunch Is Over. What Now? EUR investors
2022 Global Retirement Reality Report: Ireland Snapshot
US equities: Euphoria, fragility, and the search for clarity
2025 Global Retirement Reality Report: US Snapshot
2022 Global Retirement Reality Report: UK Snapshot
Japanese Super-long Bond Weakness: Why We’re Not Sounding the Alarm Bells Just Yet
Earnings strength defies uncertainty
The US Dollar Free Lunch Is Over. What Now? EUR Investors – Dutch Perspective
Separating Fact from Fear in Japanese Investing
How JGBs outshine G4 peers on term spreads
The Rise in Systematic Credit Investing
Data Keeps Alive Chance of March Fed Cut
Emerging Market Debt Commentary: Q4 2024
Sustainable Investing: 5 Key Questions Asset Owners Ask
The case for collateralised loan obligations for European investors
Investing in digital assets: Educational resources for investors
US government shutdown update: Risks emerge
From income to outcomes: The evolution and future of fixed income
Why are Public Pension Funds re-thinking allocations?
Can Australia Survive A Trade War?
Overweight in European Equities
How to invest in crypto without buying crypto
We raise our global growth forecast
Policy Action Overshadows February Jobs Report
Convertibles Steer Through 2025 Turbulence Smoothly
What is the Global Market Portfolio?
The changing makeup of the Global Market Portfolio
Hawkish Words, Dovish Moves
SAFI Update and Review: Strategy Generates +100-125 bps of Alpha in Its First Year
SSGAL Section 172 Statement
Three Surprises for 2025: Overcoming One-way Investor Sentiment
Defensive factor strategies taming the US equities bear
Reevaluating the India Equity Opportunity
Steady Global Growth Masks Considerable Risks
Hawkish Fed supports USD
Odds of Fed December Cut Increase
Mixed Signals, Murky Outlook
What the US government shutdown means for markets and the economy
Weak US jobs data likely seals September rate cut
US government layoffs raise labor market risks
US exceptionalism: Fading force or enduring edge?
Temporary Rise in US Inflation Ahead
Global Retirement Reality Report
From defensive to dynamic: Utilities enter a new era of growth
PCE inflation steady but elevated
Cracks Appear in Bullish US Dollar Story
US rate cut likely despite growing doubts
Market Forecasts: Q2 2025
A new agenda for sustainable investing research: A Q&A
Return expectations from the Global Market Portfolio
The US Dollar Free Lunch Is Over. What Now? SEK Investors
Strategic Asset Allocation with Alternative Investments: An Integrated Approach
Hedging China bond exposures: strategic considerations
Decoding Market Regimes Machine Learning Insights into US Asset Performance Over The Last 30 Years
SSGA Canadian Long-Term Asset Class Forecasts
Why bitcoin institutional demand is on the rise
Inflation Expectations Rocket to Multi-Decade Highs
Why the GCC Is Emerging as a Global Private Markets Hotspot
Are Foreign Investors Really “Dumping” US Treasury Bonds?
Fed cuts rates again, December move uncertain
What’s New in Multi-Asset Investing? A Q&A with Alexander Rudin, Ph.D.
Tokenization of assets: How it’s reshaping finance and markets
Nature as an asset: the relevance of biodiversity for investors
When Data and Headlines Don’t Quite Match Up: Where We Stand on Markets and the Economy
Forward with focus
Small caps poised for a comeback
Emerging Market Debt Commentary: Q3 2025
Why the global macro data crisis is everyone’s problem
State Street Global Advisors Rebrands as State Street Investment Management
Global High Yield Year in Review
Get ahead of the Fed: Financials may get a boost from rate cuts
July rate cut unlikely
Thriving through turbulence: European small-caps surge
Beyond Oil: Saudi Arabia Bonds Emerge as a Compelling Investment
US small-caps: primed for potential upside
Optimizing your emerging markets equity portfolio
Tech turns defensive as labor weakens
2024 ETF Impact Survey
US labor market signals persistent softness
Market Forecasts: Q3 2025
Safe havens reimagined: Saudi bonds surge as Treasurys falter
Emerging Market Debt: Enhancing a Global Bond Portfolio
Long-Term Asset Class Forecasts: Q4 2025
Tariff Risk Looms Large
A stronger emerging markets rally will need a new era of reforms
Long-Term US Dollar Risks Persist
How EMEA-based insurers are approaching nature-related investing
CAD, NOK poised to outperform
Allocation to Europe Equities Increased
Impact Investing vs. Sustainable Outcome Investing
Rethinking the Role of Bonds in Multi-Asset Portfolios
What if investors get bored of AI?
Emerging Market Debt Commentary: April 2025
Long-Term Asset Class Forecasts: Q1 2025
GENIUS Act explained: What it means for crypto and digital assets
More gleam for gold in the Global Market Portfolio
Skilling Up During Disruption
An Advanced Perspective on Securities Lending
Stewardship Report 2024
How to Decarbonize Multi-Strategy Equity Portfolios: Practical Considerations
No Letup in Capital Expenditures
Playback of Client Call: Liquidity Update with Global Trading
Asset Tokenization in Capital Markets
Equity Market Outlook 2026
DeepSeek’s Game-Changing Implications for the AI Play
Systematic High Quality Corporate Fixed Income: Q3 2025 Commentary
Real assets insights: Q3 2025
Deconstructing equity returns: Insights for a new rate cycle
Sentiment Improves for Fixed Income
Elections Extend US Dollar Strength
Six Grey Swans That Could Move Markets in 2025
The income squeeze: How market concentration is reshaping equity returns
Uncommon Sense
The evolving GCC IPO market: Trends and investor implications
US Housing Activity Shifts
A new era of monetary and fiscal policy or back to the future? What investors should know
Books Every Investor Should Read
More Storms Brewing: Are Tariffs on Europe Next?
Geopolitical tensions remain elevated
NOK shows promise, CAD faces pressure
When Wall Street and Main Street Diverge
Why Investors Should Continue to Climb the Wall of Worry
Systematic Active Fixed Income: A Modern Approach to Fixed Income Investing
US retail sales and confidence weaken
Global High Yield Update – Q1 2025
Bond market shifts signal waning US advantage
India in 2025: A tale of contrasting risk perception?
2024 US Retirement Reality Report: US Snapshot
Leveraged Loans at State Street Investment Management
What’s on the horizon for digital assets?
Systematic High Quality Corporate Fixed Income: Factors Steady the Ship in Turbulent Seas
Prospects for a Turnaround in European Equity Fortunes
Credit spreads signal confidence and risk
Indexed Fixed Income: Delivering Precise and Reliable Outcomes
Navigating the European Defence Investment Landscape
Q2 2025 Cash Outlook
Prefer longer-duration bonds
Long-Term Asset Class Forecasts: Q3 2025
High uncertainty doesn’t mean indefinite Fed inaction
2022 Global Retirement Reality Report: US Snapshot
Trump’s Trade War: What’s the Endgame?
An Investment Vision for European Defence
Beyond AI: The broadening of equity market leadership
Volatility Guardrails for Uncertain Times
India’s trade faces tariff shock
Tariffs Put Global Economy at Risk of Recession
German Election: “Alternative zur Stagnation?”
The rise of the Core-Satellite approach in fixed income portfolio construction
Inflation Signals December Rate Cut
The Markets
Stewardship Activity Report: Q4 2024
US inflation data supports Fed rate cut outlook
Monthly Cash Review – EUR
Emerging market debt outlook: The return of ‘Goldilocks’
Constructive outlook on commodities
Momentum Sails On, For Now
What does the divergence in US soft and hard data mean?
What’s Driving Local Currency Emerging Market Debt’s Stellar Year-to-date Returns?
Why invest in actively managed ETFs?
The One Question Series: You Ask. We Answer.
Equities remain our top preference
Diversification in focus: JP Morgan announces changes to EMD benchmarks
Active Quantitative Equity Quarterly
Global High Yield Update: Q3 2025
Improving fixed income portfolio resilience with leveraged loans
Australian Retirement Survey During a Time of Change
5 Emerging Market Wildcards for 2025
The Rise of Sukuk from Shariah Roots to Global Opportunity
Market Forecasts: Q4 2025
Quality continues to offer investors an opportunity in US equities
Climate Transition Corporate Bond Beta Investing Approach
How AI is reshaping emerging markets equities
Emerging Market Debt Market Commentary: Q2 2025
Fed shift hits USD
Growing Tariff Anxiety Overshadows Payrolls Data
UK Headline Inflation Accelerates
US small-caps in focus
US macro data stronger than expected
“Sanaenomics”: A Truss or a Meloni moment?
US inflation supports September rate cut
Investing in Uncertain Times
Fed rate cut sparks mixed market moves
Housing Market Faces Tepid Spring
Yielding Power: What Militarizing Europe Means for its Bond Markets
Next Fed Cut Could Be in July, Not June
Two-Sided Risks to US Soft Landing
Why Chinese Government Bonds Warrant Attention… and Caution
Regaining Retirement Confidence in a Post-Pandemic Environment
2025 Global Retirement Reality Report: UK Snapshot
Takaichi’s policies fuel Japan’s market rally
The Case For Enhanced Active Strategies
US Sovereign Wealth Fund A Behemoth in the Making?
2025 Global Retirement Reality Report: Australia Snapshot
Saudi Arabia: A Shelter from the Debt Storm?
What’s driving S&P 500 valuations now?
2025 Global Retirement Reality Report: Canada Snapshot
Fed rate cuts spark US housing revival
The US Dollar Free Lunch Is Over. What Now? CHF Investors
ECB Cuts Rate and Signals More Easing
Appetite for Risk Wanes
Third Quarter 2019 Forecast
Brace for a volatile summer
The Price of Protectionism: Understanding the Economic Trade-offs of Tariffs
Evolution of Trading in Emerging Markets
2023 Global Retirement Reality Report: US Snapshot
One Question Series: How Can Fixed Income Help Manage Uncertainty?
Six investment trends the summer has revealed
Recalibration Day
BoJ Rate Now at 17-Year High
Emerging Market Debt Commentary: October 2025
How is the GCC positioned for the global AI race?
GCC countries and India: A new era of economic collaboration
Climate Transition U.S. Corporate Bond Beta Strategy
SDG integration into systematic portfolios
Q1 2025 Cash Outlook
Returns triple boost powers local emerging market debt outperformance
Emerging Market Debt Outlook: All Roads Lead to the US
One Question Series: Should I Consider Systematic Active Fixed Income?
Global Market Portfolio 2025
Reducing underweight in US Agg
US Tariffs Break the USD Bull Case
Global Shariah equities: Quality investment for the future
Mega-caps reshape market dynamics
Are rate cuts off the table in Australia?
Monthly Cash Review - GBP
Emerging Market Debt Commentary: January 2025
Don’t Sell the US Dollar Yet
China’s 2020 National People’s Congress: The Big Policy Pivot